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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $34,875 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,666 | $52,884+9.0% | $84,753-32.0% | $55,167+4.5% |
| Participation rate | 80.8% | 67.5%+13.3pp | 76.6%+4.2pp | 69.0%+11.8pp |
| Annual return | 7.75% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,365 | $2,233-38.9% | $3,574-61.8% | $1,963-30.5% |
| Participant deferral / active EE | $4,288 | $2,644+62.2% | $3,712+15.5% | $3,054+40.4% |
| Admin fee / account holder | $272 | $581-53.1% | $5,333-94.9% | $504-45.9% |